Free tools & resources
Start with a free financial snapshot or a detailed planning organizer. Download the owner and 1099 guides. Then use a checklist if you want something to keep on your desk.
The PreciseFP fact finder is the most useful first step if you want a real planning conversation. The eMoney snapshot is faster if you just want to know whether you are roughly on track.
Detailed fact finder
The PreciseFP organizer collects the facts a real plan needs: the business, the household, taxes, insurance, and the goals sitting on top of both.
Fill in what you have. Come back for the rest.
A complete fact finder before the first planning meeting
Start Your Free Financial Planning OrganizerFree financial snapshot
A short eMoney snapshot for owners and 1099 workers who want a first look at cash flow, savings, and whether the current path can fund the life they are building.
About 10 minutes
A simple on-track picture you can bring to Dillon
Am I On Track? Free Financial SnapshotFour planning guides updated for 2026. Enter your name and email to unlock each PDF—view it in your browser or download it to mark up before a discovery call.
Free PDF guide
Your goals are bigger than “retire someday”—this checklist helps you name them.
Uncover the retirement, lifestyle, tax, healthcare, and estate goals you have not said out loud yet. A proven menu of planning priorities advisors use to turn vague wishes into a real plan.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Five minutes with the numbers that decide whether you are on track—or guessing.
The essential figures every household and business owner should know in 2026: contribution limits, tax thresholds, savings benchmarks, and the metrics that separate clarity from hope.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Retirement is a date on the calendar until you answer these questions.
A comprehensive pre-retirement checklist covering income timing, Social Security, healthcare, taxes, debt, insurance, and the lifestyle shifts most people underestimate—before you give your notice.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Your will is not a plan—it is a document. This guide shows you what to review.
Walk through wills, trusts, beneficiaries, powers of attorney, and healthcare directives with the questions attorneys and advisors use to find gaps before a crisis does.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
Interactive
The Financial Clarity Assessment, valuation estimator, and wealth-gap tool live on the Tools page. About three minutes. You keep the takeaway.
A practical, one-sitting checklist to see whether cash, taxes, personal savings, and the business are actually working together.
A candid scorecard for owners who know a transition is coming, even if “coming” still means five or ten years.
How growing companies separate operating cash, reserves, and true surplus, without turning treasury into a second job.
A one-page structure for connecting compensation, taxes, investing, and the life you are trying to buy back.
Educational articles for Northern Colorado business owners.
Which plan fits your payroll, how 2026 IRS limits cap owner contributions, and when a cash balance plan enters the picture.
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Asset location, gain timing, and Roth-conversion windows, coordinated with the CPA who prepares your return.
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How fee-only pricing is built, Vital’s actual Form ADV fee schedule, and the questions a $1M+ owner should ask.
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The retirement plan you can offer your team — and yourself — with CPA-aware design notes.
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What to do the week after a seven-figure wire: reserves, tax timing, and a written policy — no return promises.
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Asset location, concentrated low-basis positions, and Colorado capital-gains context with your CPA.
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A Northern Colorado owner’s map: next generation vs sale outside, governance, and how the retiring owner gets paid.
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Roles for bank, CPA, and fee-only advisor — reserves, surplus policy, and short-duration surplus.
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Unassigned cash, surplus, and shortage in the same year — a treasury reset for growing companies.
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Why owners exit, how a sale, family or employee transfer, and stepping back compare, and how to coordinate with your CPA and attorney. Educational only; Vital does not broker business transactions.
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What a financial advisor does for a business owner, fee-only vs. commission compensation, and questions to ask about treasury, transition, and investment work. Educational guide for Northern Colorado owners.
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How Colorado owners can plan a family handoff: gift vs. sale, fairness among children who are and are not in the business, retirement income, and estate coordination. Educational only.
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Why the business can be your best asset and still a dangerous place to keep your entire future.
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Buyers pay for a company that can run without you. The LOI is the last chapter.
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Internal buyouts, funding mixes, and the personal-finance risks before anyone names a price.
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Valuation, buy-sell terms, and funding a co-owner exit without draining the household.
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Sequencing your CPA, attorney and advisor on tax and charitable tools before a deal is agreed.
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The longer sequencing checklist for owners planning a handoff or sale.
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No pitch deck. No pressure to move assets in the first conversation. Book a confidential, fiduciary first conversation.
Talk with Dillon →
These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
A discovery call with Dillon is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.
